Investment Planning Advisors, Inc. Ishares Barclays Call Options Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding IEF
# of Institutions
1,173Shares Held
306MCall Options Held
21.8MPut Options Held
4.73M- 
    
      Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.62 Billion2.23% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY28.1MShares$2.74 Billion0.21% of portfolio
- 
    
      Morgan Stanley New York, NY12.5MShares$1.22 Billion0.08% of portfolio
- 
    
      Envestnet Asset Management Inc12.4MShares$1.21 Billion0.37% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.14 Billion0.29% of portfolio